Filed May 19, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,651 | $65,557-19.7% | $64,056-17.8% | $71,457-26.3% |
| Participation rate | 38.2% | 73.2%-35.0pp | 72.3%-34.1pp | 67.9%-29.8pp |
| Annual return | 10.80% | 18.94%-8.1pp | 33.69%-22.9pp | 28.85%-18.1pp |
| Employer contribution / active EE | $1,109 | $2,669-58.4% | $2,747-59.6% | $2,588-57.1% |
| Participant deferral / active EE | $1,910 | $3,626-47.3% | $3,880-50.8% | $4,289-55.5% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |